Search results for Project Dashboard

284 articles found

  • Candidate Panel: Header

    Below is a brief overview of the Candidate Panel headers found within the New Grid View. View or edit the Candidate status, visibility, email, phone, full profile link & more. Click "Projects" in the

  • Mobile App: People View

    The Mobile App provides a full list of your People Database. This article will support the features and details in order to guide you through the flow of contacting and updating your Candidates. Sort

  • Daily Workflows: Daily Meeting Prep

    Prompt: Daily Meeting Prep Description: A one-paragraph prep brief for every meeting on today's calendar, enriched with Clockwork candidate/client context, recent email threads, and relevant docs.

  • Candidate Portal: Removal Request

    In order to be in compliance, Firms will need to proceed with the Removal Request when they are emailed with a link to the firm users. Upon completion of the request, the candidate's record in the

  • Task: Panel

    Task Creation Users can now create and manage all Tasks within Clockwork from anywhere in the application. At the top right of your screen, you will notice "Tasks". Clicking this will open a side

  • Google Integration: Docket

    The Google Integration updates the Task Panel to the Docket Panel. The Docket Panel provides the ability to connect Docket Events in Clockwork to your Google Calendar. You can add, edit, decline, and

  • 365 Integration: Docket

    The 365 Integration updates the Task Panel to the Docket Panel. The Docket Panel provides the ability to connect Docket Events in Clockwork to your Outlook Calendar. You can add, edit, decline, and

  • Activating Your Account

    This article will show you how to activate your account with 4 easy steps. 1. Once you provide your firm details to your Account Manager, that person will process the documents to create your account

  • Custom Fields: Person

    Users can Search and Filter Person Custom fields in People View - Bulk Edit, and Person Panel. Users can not change the object or field type once a field is created. You can “Edit” the Field Name and

  • Excel Tips & Tricks

    Name Header and Format The Name field is the only field that is required to process an import file into Clockwork. The First Name, Middle Name, Last Name fields are concatenated (condensed) together

  • Team Operations: Monthly Practice Review

    Prompt: Monthly Practice Review Description: Comprehensive monthly review of practice performance: searches launched, closed, time-to-fill, win/loss, and pipeline outlook. Frequency: Monthly (first

  • Candidate Panel: Notes-Filtering

    You can filter Notes Tab a number of ways within the Candidate Panel. Users Note Types Specific Time Period All Contexts (Projects, Deals) Filter through UsersType or select the name you are looking

  • Person Panel: Interactions

    The Candidate Panel improved interactions will assist you to interact with your Person and Candidate data with ease. Users will be able to see data on a candidate while taking notes inside of panel.

  • Team Operations: Team Activity Leaderboard

    Prompt: Team Activity Leaderboard Description: Internal-facing weekly view of recruiter activity volume across the team for coaching and load-balancing. Frequency: Weekly Connectors: Clockwork

  • CSV IMPORT - SECTION 2 | DATA PREPARATION

    At the core of your search projects is your database: a place for you to store, update, and utilize to populate contacts into your search projects. Overview 1. Read our Best Practices. A database is

  • Tags - Download Report

    1. Click the "tags" tab and click "download." A csv tags report will download automatically. 2. The csv tags report will include every tag along with the counts related to companies, people, deals

  • Analytics: Note Timeline Report

    In this article, you will learn more about the Note Timeline Report under the new feature " Analytics". Note Timeline Report: You can find the aggregated note activities across Objects created by

  • User Generated Reports: Tag List

    Tag Export (xlsx) Attributes: ID Name Description Companies (count) People (count) Deals (count) Projects (count) These are not available for selection by the user. Click "Tags" at the bottom left,

  • Module 2: Events & Activities Reporting

    Welcome to Clockwork's Refresher Training Course! This course is designed to help up-skill team members, refresh your knowledge of product features and provide pro-tips on using Clockwork. Watch the

  • Custom Fields

    In this video we will cover custom fields for people, projects, deals and companies including: Creating A Custom Field: How to create a custom field for a specific object. Custom Field Types: Setting

  • Companies: Merge/Unmerge

    In some instances, after importing candidates via parsed resumes or alternative resources, you may find the need to merge duplicate company records. Users can merge companies by first selecting at

  • The Check In: Using Notes and Mentions For Collaborating

    This time on The Check-In, Dane from Clockwork’s Sales Team joined us to look at how Mentions will work and how to use notes more effectively including: Where you can mention users and clients and

  • Person Panel: Header

    Below is a brief overview of the Person Panel header found within the New People View. Add a note or task, view the Person’s LinkedIn, or email and call with a simple click to the action icons below

  • Deactivated User Data Retention

    You will never lose data as a result of deactivating a user. That user will remain a team member on any projects that they were on prior to being deactivated, and any notes they have made and/or

  • Department & Industry

    Industry When you Update a company record, this will bring over the Industry from LinkedIn. The LinkedIn URL must be in the company record to accomplish this. We also indicate on the company that the

  • People: Overwrite Position and Education

    This article will cover a feature that will assist with strong data integrity for your Position and Education cards in a person's record. This includes ensuring that Company data is source-able,

  • Download a Contact Record

    Here is how you can download a Person to share, back up, or review. First, open the appropriate Person Panel. You can also Quick Search or search through your People tab. Once you have the Person

  • The Check In: What Influences And Drives Product Updates In Clockwork?

    If you weren't able to attend, Jessica Burgos from Clockwork’s product team joined Tatiana Grebennik from Clockwork’s success team on “The Check-In” (a monthly webinar for Clockwork users) to focus

  • Quick Search: Company

    Quick Search is a very powerful, easy to access tool that lets you get right where you want to be as quickly as possible. In this article, we will show you how to use Quick Search to find Companies.

  • Upload a Logo for a Client's Company

    If you are ever stuck and wondering how to upload a Logo for a client's company, then keep on reading as we lay out the steps on how to do it. Pull up the company’s record by searching for the

  • Search Execution & Research: Off-Limits & Conflict Checks

    Prompt: Off-limits & Conflict Checks Description: Pre-flight check before approaching a candidate to verify no off-limits, client conflict, or recent placement constraints exist. Frequency: Ad hoc

  • Notification Center

    In this support article, we will cover the Notification Center. Users will be able to see a badge number indicating that an unread change has been made inside of your Firm Environment. The following

  • Mail Analytics

    In this support article, we will go into more detail about how you can leverage Mail Analytics following Mass EMail. Emails sent from gridview and people view using the send mail feature, will be

  • Search Execution & Research: Person Brief 360

    Prompt: Person Brief 360 Description: A complete background and relationship dossier on a named individual, combining their profile, every interaction in Clockwork, and their full candidacy history.